← Tributary

OAK TREE INVESTMENT ADVISORS

PITTSBURGH, PA · CRD 111095 · IAPD ↗ · myoaktreeadvisors.com · 412-802-8358

$192.2MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — OAK TREE INVESTMENT ADVISORS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.